Sales Boomerang Teams Up with OptifiNow To Offer Lenders an Integrated Experience for Mortgage Customer Engagement
Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals.
Sales Boomerang monitors mortgage lenders’ customer and prospect databases to notify them exactly when a prospect or past customer is ready for a new loan. Sales Boomerang loan opportunity alerts may be triggered by market factors, like interest rate changes and home price appreciation, and consumer behaviors, such as listing a home for sale or improving one’s credit score.
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OptifiNow is a cloud-based sales and management software platform designed to meet the evolving needs of today’s sales force. Optifinow’s CRM is tightly integrated into its all-in-one platform of sales and marketing modules, giving users a simple end-to-end solution for managing all aspects of sales, marketing and business development.
Sales Boomerang’s new integration with OptifiNow can be applied to any of the borrower intelligence platform’s 11 unique loan opportunity alert offerings. When an opportunity alert is triggered by someone in a lender’s database, that alert data is automatically ingested into OptifiNow. The CRM will then notify the loan originator (LO) associated with that customer and, depending on the user’s specifications, automatically trigger personalized borrower outreach.
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OptifiNow’s CRM also generates a history of alerts for each prospect in a lender’s CRM database. Synchronizing Sales Boomerang’s real-time opportunity alerts with OptifiNow’s CRM offers LOs a more nuanced understanding of a prospect’s financial situation and enables lenders to build custom borrower data reports based on Sales Boomerang alert history.
“OptifiNow’s intuitive, all-in-one CRM platform leverages Sales Boomerang’s borrower intelligence to create a more streamlined lead generation experience,” said Sales Boomerang Vice President of Product Mike Spotten. “Activating the integration between our systems will help our shared users harness the power of their database to ensure no borrower gets left behind at the closing table.”
“We are thrilled to add Sales Boomerang to our ecosystem of best-in-class mortgage technology partners,” said OptifiNow Vice President Sales Linn Cook. “The integration of OptifiNow and Sales Boomerang will drive greater borrower data integrity for our mutual lender clients, freeing them from the tedious process of manually gathering and tracking borrower information.”
